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Name Holding Trade Value Shares
Change
Change in
Stake
CSS
326
Cubist Systematic Strategies
Connecticut
$26.3K -$5.06M -65,275 -100%
PWMG
327
Prestige Wealth Management Group
New Jersey
$25.3K – – –
BTI
328
Blue Trust Inc
Georgia
$25K +$3.25K +42 +12%
HI
329
Harbour Investments
Wisconsin
$24.8K +$852 +11 +4%
VNA
330
Valley National Advisers
Pennsylvania
$24K – – –
BAM
331
Belpointe Asset Management
Nevada
$23.7K +$22.6K +292 New
ASN
332
Advisory Services Network
Georgia
$22.3K +$21.3K +275 New
CT
333
Clearstead Trust
Maine
$20K – – –
CWC
334
Carolinas Wealth Consulting
North Carolina
$18.4K – – –
GI
335
Gradient Investments
Minnesota
$18K +$155 +2 +0.9%
SSB
336
Sandy Spring Bank
Maryland
$17.4K – – –
AF
337
Advisornet Financial
Minnesota
$16.4K +$15.6K +202 New
NA
338
NewEdge Advisors
Louisiana
$16.2K +$15.5K +200 New
HPC
339
HM Payson & Co
Maine
$16.1K – – –
TCOV
340
Trust Company of Vermont
Vermont
$14.8K – – –
AF
341
Affiance Financial
Minnesota
$12.6K +$12K +155 New
CCA
342
Column Capital Advisors
Indiana
$12.2K – – –
3IP
343
3Chopt Investment Partners
Virginia
$12.2K +$11.6K +150 New
SSC
344
Syverson Strege & Co
Iowa
$12.1K +$77 +1 +0.7%
AIM
345
Anchor Investment Management
South Carolina
$11.8K – – –
JWM
346
Janiczek Wealth Management
Colorado
$10.7K – – –
AWM
347
Accel Wealth Management
Iowa
$10.2K – – –
CFO
348
CVA Family Office
Colorado
$10.1K -$30.2K -390 -76%
PB
349
Pinnacle Bancorp
Nebraska
$10K – – –
GWS
350
Glassman Wealth Services
Virginia
$9.73K -$232 -3 -2%